VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 835 filers reported holding VANGUARD STAR FDS in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,504,131 | -51.4% | 46,789 | -49.0% | 0.10% | 0.0% |
| Q2 2023 | $5,148,882 | +97.6% | 91,814 | +94.5% | 0.10% | -31.8% |
| Q1 2023 | $2,606,170 | -47.4% | 47,205 | -50.7% | 0.15% | -3.9% |
| Q4 2022 | $4,955,950 | +126.2% | 95,822 | +100.1% | 0.15% | -18.5% |
| Q3 2022 | $2,191,000 | +10.5% | 47,878 | +24.6% | 0.19% | +13.9% |
| Q2 2022 | $1,982,000 | -16.9% | 38,410 | -3.8% | 0.17% | -1.8% |
| Q1 2022 | $2,386,000 | +5.7% | 39,945 | +12.5% | 0.17% | +5.0% |
| Q4 2021 | $2,258,000 | +3.9% | 35,515 | +3.4% | 0.16% | -14.8% |
| Q3 2021 | $2,173,000 | +2.3% | 34,345 | +6.2% | 0.19% | 0.0% |
| Q2 2021 | $2,124,000 | +4.7% | 32,346 | +0.0% | 0.19% | -8.7% |
| Q1 2021 | $2,028,000 | +4.2% | 32,345 | +0.0% | 0.21% | -8.4% |
| Q4 2020 | $1,946,000 | +15.4% | 32,342 | 0.0% | 0.23% | -4.2% |
| Q3 2020 | $1,687,000 | +1.3% | 32,342 | -4.5% | 0.24% | -10.6% |
| Q2 2020 | $1,666,000 | +14.9% | 33,874 | +2.6% | 0.26% | -2.2% |
| Q1 2020 | $1,450,000 | +51.8% | 33,025 | +92.6% | 0.27% | +38.5% |
| Q4 2019 | $955,000 | +31733.3% | 17,147 | +34893.9% | 0.20% | +19400.0% |
| Q1 2018 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | -99.9% | 49 | -99.9% | 0.00% | -99.5% |
| Q3 2011 | $2,191,000 | – | 47,878 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 3,862,375 | $208,954,000 | 29.89% |
| Berman Capital Advisors, LLC | 761,717 | $41,208,000 | 14.34% |
| Lee Financial Group Hawaii, Inc. | 277,150 | $14,994,000 | 13.88% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 327,380 | $17,711,000 | 13.80% |
| Boothe Investment Group, Inc. | 240,315 | $13,001,000 | 12.16% |
| RETIREMENT CAPITAL STRATEGIES | 408,634 | $22,107,000 | 11.66% |
| Coyle Financial Counsel LLC | 177,669 | $9,612,000 | 9.01% |
| FIDUCIENT ADVISORS LLC | 566,580 | $30,652,000 | 8.90% |
| Sigma Investment Management Co | 186,466 | $10,088,000 | 8.37% |
| Cedar Wealth Management, LLC | 265,408 | $14,359,000 | 8.06% |